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Personal finance that pays for itself.

Bring your accounts, investments and documents together, give any agent the full picture, and ask it anything about your money.

Per month, billed yearly
Plan

Automate

Most popular

Your AI can manage your money.

Regular monthly priceUS$24.99/mo

US$17.49

/mo

Billed US$209.88 yearly
Free trial or paid intro. Cancel any time.

  • 100live data connections+5 investment accounts
  • 1,000documents
  • 3,000AI credits a month
Connect
, refreshed every 8 hours, plus
. Keep
and spend
a month. Your
gets edit access and 1,000 toolcalls a day, with
.

What you gain over Organise

  • +85more live data connections
  • +4more investment accounts
  • +800more documents
  • +2,250more AI credits a month
  • 8 hoursrefresh, from 24 hours
  • Connections top‑up+US$3.49/mo
  • Fast-lane sync+US$6.99/mo
  • Unlimited rules+US$6.99/mo
  • Extra MCP calls+US$2.79/mo
  • Extra investment accounts (+5)+US$13.99/mo
Compare every feature
Feature
BasicFree
OrganiseUS$6.99/mo
Most popularAutomateUS$17.49/mo
FounderOperateUS$69.99/mo
Live data connections
Live data connections
Add by hand
15
100
500
Investment accountsCounted separately
Not yet
1
5
25
Manual accounts
2
5
10
100
RefreshedFor supported banks
By you
Every 24 hours
Every 8 hours
Every 2 hours
Document library
Documents
5
200
1,000
10,000
Storage
25 MB
1 GB
10 GB
50 GB
AI credits
AI credits a month
120
750
3,000
12,000
Your agent
Agent toolcalls a day
100
250
1,000
10,000
Shared memory
50 facts
200 facts
Unlimited
Unlimited
Edit access
Read-only
Yes, with undo
Yes, with undo
Yes, with undo
Spending pattern rules
Rules library
15
100
Unlimited
Support
Support
Self-serve support
Email support
Priority support
Founder support

FAQs

Pricing questions

Yes. Every paid plan starts with a free trial or a paid intro, and you'll see which one, and what you pay today, before you confirm. Both take a card up front and continue automatically as a paid plan unless you cancel. Cancel before your trial or paid intro ends and you never pay full price. The intro fee isn't refunded. If you stay, your first full charge is your plan's regular price.

See all questions

era

Ready to connect your AI to your money?

Start with the free plan. No credit card required.

Referral programme

Earn US$100 for every friend you refer

Share your link and earn US$100 when a friend subscribes to a paid plan. If they choose yearly billing, they get an extra month free. Creators can earn 30% recurring for 12 months instead.

Era Financial Advisors LLC is an SEC-registered investment adviser (CRD #334404). Registration does not imply a certain level of skill or training. Investment advisory services are discretionary and AI-assisted; they are not a substitute for personalised financial advice. Brokerage and custodial services are provided by Alpaca Securities LLC, a separate entity and member of FINRA/SIPC. Era Thesis and Era Agency accounts are currently available to US residents only; Era Context connects accounts across the US, the UK, Canada, France, Germany, Spain and 40+ countries in all. Nothing on this website is an offer or solicitation to buy or sell securities. Past performance does not guarantee future results. Please review our Form ADV and Form CRS before investing.

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